Marriott International, Inc. $MAR Shares Bought by Fifth Third Bancorp

Key Points

• Fifth Third Bancorp raised its stake in Marriott by 19.3% to 117,558 shares (about $36.5M), and institutional investors now own roughly 70.7% of the company.
• Wall Street sentiment is mildly positive: MAR's consensus rating is "Moderate Buy" with an average price target of $357.27, and several firms recently raised targets (Wells Fargo to $403, JPMorgan to $383, Barclays to $372).
• Insider activity is notable: CEO Anthony Capuano sold 63,000 shares and insiders sold 95,540 shares (~$34.3M) in the last 90 days, even as Marriott issued FY2026 EPS guidance of 11.32–11.57 and pays a $0.67 quarterly dividend (~0.8% yield).

Fifth Third Bancorp lifted its position in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 19.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 117,558 shares of the company's stock after acquiring an additional 19,027 shares during the quarter. Fifth Third Bancorp's holdings in Marriott International were worth $36,471,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MAR. Brighton Jones LLC boosted its position in Marriott International by 2.5% during the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company's stock valued at $2,479,000 after purchasing an additional 218 shares during the period. Empowered Funds LLC boosted its position in Marriott International by 39.1% during the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company's stock valued at $1,383,000 after purchasing an additional 1,631 shares during the period. Woodline Partners LP boosted its position in Marriott International by 39.6% during the 1st quarter. Woodline Partners LP now owns 19,332 shares of the company's stock valued at $4,605,000 after purchasing an additional 5,480 shares during the period. Intech Investment Management LLC boosted its position in Marriott International by 21.8% during the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company's stock valued at $1,438,000 after purchasing an additional 1,079 shares during the period. Finally, Sei Investments Co. boosted its position in Marriott International by 3.8% during the 2nd quarter. Sei Investments Co. now owns 137,329 shares of the company's stock valued at $37,520,000 after purchasing an additional 5,007 shares during the period. Institutional investors and hedge funds own 70.70% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on MAR. Barclays boosted their price objective on Marriott International from $356.00 to $372.00 and gave the company an "equal weight" rating in a research report on Thursday, April 16th. BMO Capital Markets upgraded Marriott International from a "market perform" rating to an "outperform" rating and boosted their price objective for the company from $285.00 to $370.00 in a research report on Friday, January 9th. Wells Fargo & Company boosted their price objective on Marriott International from $353.00 to $403.00 and gave the company an "overweight" rating in a research report on Wednesday, February 11th. Truist Financial boosted their price target on Marriott International from $283.00 to $350.00 and gave the stock a "hold" rating in a research report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. boosted their price target on Marriott International from $356.00 to $383.00 and gave the stock a "neutral" rating in a research report on Tuesday, April 21st. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, Marriott International presently has an average rating of "Moderate Buy" and an average price target of $357.27.

Insider Activity at Marriott International

In other news, CEO Anthony Capuano sold 63,000 shares of the business's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the sale, the chief executive officer directly owned 113,617 shares of the company's stock, valued at $40,813,498.74. The trade was a 35.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider William P. Brown sold 9,456 shares of the business's stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total value of $3,387,612.00. Following the sale, the insider directly owned 11,000 shares in the company, valued at $3,940,750. This trade represents a 46.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 95,540 shares of company stock valued at $34,274,055 over the last ninety days. Company insiders own 11.43% of the company's stock.

Marriott International Stock Down 1.9%

Shares of Marriott International stock opened at $354.97 on Friday. The business has a fifty day simple moving average of $341.42 and a 200-day simple moving average of $317.16. The firm has a market cap of $94.04 billion, a price-to-earnings ratio of 37.40, a price-to-earnings-growth ratio of 3.03 and a beta of 1.11. Marriott International, Inc. has a fifty-two week low of $246.50 and a fifty-two week high of $380.00.

Marriott International (NASDAQ:MAR - Get Free Report) last announced its earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $2.61 by ($0.03). The company had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The firm's revenue for the quarter was up 4.1% on a year-over-year basis. During the same period last year, the firm earned $2.45 earnings per share. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. Analysts anticipate that Marriott International, Inc. will post 11.66 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th were given a dividend of $0.67 per share. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International's payout ratio is 28.24%.

Key Headlines Impacting Marriott International

Here are the key news stories impacting Marriott International this week:

• Positive Sentiment: Heavy call buying suggests bullish positioning — traders bought ~31,615 call options on Apr. 30 (a ~928% jump vs. typical volume), which can amplify upside expectations into earnings and raise short‑term demand for the stock.
• Positive Sentiment: New premium property pipeline could support revenue growth and RevPAR recovery — Marriott will open the world’s first JW Marriott all‑inclusive in Costa Rica and has debuted The Luxury Collection in Rhodes, Greece, expanding luxury footprint and loyalty engagement. Costa Rica To Welcome The World’s First JW Marriott All‑Inclusive Marriott debuts The Luxury Collection in Rhodes, Greece
• Neutral Sentiment: Analyst/earnings focus: Zacks previews Q1 metrics expectations — investors are positioning ahead of the Q1 print, which can create volatility; the preview narrows what will move shares (beat vs. miss on RevPAR, fees and margin recovery). Gear Up for Marriott (MAR) Q1 Earnings: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Sector comps: strong results from other lodging and travel-related names (and a Hotelling/EV trend in MarketBeat coverage) support a constructive backdrop, but some technicals suggest the rally may be stretched. Does Marriott’s Massive Rally Mean It’s Time to Check Out?
• Neutral Sentiment: Consumer engagement angle: pieces on best Marriott credit cards can modestly support loyalty spend and booking frequency but are unlikely to move the stock materially near-term. The best credit cards for maximizing Marriott stays in 2026
• Negative Sentiment: Reputational/political risk: a public comment from Marriott’s CEO about defending room access regardless of political views sparked headlines — such statements can attract controversy and activist attention, introducing short-term PR risk. Marriott CEO on why you have to defend both DEI and ICE’s right to a hotel room

Marriott International Company Profile

Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company's brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.

The company traces its roots to the hospitality business founded by J.

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